Debi Benson Halbert
Professional Summary
Debi Benson Halbert, who also goes by Deborah Benson, Deborah Halbert, Debi Sanders, is a registered financial advisor currently at HALBERT WEALTH MANAGEMENT, INC located in Austin, Texas. Debi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Debi has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 27 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Deborah Benson, Deborah Halbert, Debi Sanders
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.
Contact Information
Main Address
9433 Bee Cave Rd Bldg. 1, Ste 200, Austin, TX 78733Phone Number
(512) 263-3800# of Employees
5SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
602AUM (Assets Under Management)
$211,192,636Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
HALBERT WEALTH MANAGEMENT, INC | PROFUTURES CAPITAL MANAGEMENT INC | HALBERT WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(11/1/1995)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Apr 1989About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed May 1989About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Debi Benson Halbert's CRS (Customer Relationship Summary).
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